Customer Matching

How does Connex match QuickBooks Online customers?

Connex has several customer matching settings, based on how your QuickBooks customer list is organized. 

Customer Matching

Here are the available matches:

Customer Matches Example
Last Name, First Name Smith. John
First Name, Last Name John, Smith
Single Customer Web Store Web Store
Billing Company Name (If Supplied)/ First Name Last Name Sync with Connex. If no company, then Joe Example.
Billing Company Name (If Supplied)/ Last Name, First Name Sync with Connex. If no company, then Example, Joe.
Billing Company Name (If Supplied) or Web Store Sync with Connex. If no company, then Web Store.
Selling Channel/ Market Place Amazon
Store Name and Currency Amazon USD
Shipping Company Name (If Supplied) First Name, Last Name Sync with Connex. If no company, then Joe Example.
Shipping Company Name (If Supplied) Last Name, First Name Sync with Connex. If no company, then Example, Joe.
Shipping Last Name, First Name Smith, John
Shipping Address Full Name John T Smith
Billing Email as QuickBooks Customer Name joe@example.com
Shipping First Name, Last Name John Smith

Single Name Customer Setting

When you select a single name customer mode, Connex will assume that the single name is Web Store. You must tell our software to put all orders under a single customer. In this case, that customer is called ShipStation:

  1. Login to your Connex account.
  2. At the Connex Dashboard, click the Manage button in your Selling Channel.
  3. Expand the Customer.
  4. Select Single Customer 'Web Store'.
  5. Under single name customer, enter ShipStation.
  6. Click save and sync.

    How does Connex match companies?

    Our system matches the billing address company to the QuickBooks display name as field. We do not match the QuickBooks company field. Here is a screenshot of the QuickBooks display name as field:

    Selling Channel Name

    If you choose store name, here is an example:

    You will see that every order has its own address: